Integration

Problem Cardinal Capital Management was only using Advent APX with limited CRM

functionality and no mobile access to data, no complete customer view, no view of pipeline

Solution Mansa implemented Salesforce and integrated with Advent APX

Benefits Increased sales, reduced dropped sales, better customer experience Complete pipeline view and accurate forecasting Improved remote efficiency of sales team

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“Mansa was recommended to my firm for our Salesforce implementation so that we could integrate with Advent. Not only were they knowledgeable and experienced in this, but it has become the perfect working system for our sales team.” “They really are experts at what they do!”Emily Burt - VP Marketing, Communications, and Business Development